The SCHEDULE feature consists of two parts:

1- the Schedule button on the View window, which opens the Add/Update Event window that allows you to schedule events for members, and

2- the Schedule toolbar button on the Main window, which opens the View/Set Schedule window to view existing scheduled events and also to schedule System events.

System events are events that are controlled by your institution itself (and incur no fees), such as Board meetings, membership meetings, awards ceremonies, graduations, etc.

From the View/Set Schedule window, you can view previously entered data regarding scheduling of facilities on various days and for various occasions. You can also schedule recurring system events, such as once a month/week/year and also by day, such as every Monday, Tuesday, etc. This reserves your various facilities for institutional use and ensures that no conflicts will take place versus other system events and/or privately scheduled events. On the View/Set Schedule window you can display events for the current year, or any year desired, or all events scheduled at any time. You can also view/print reports based on members' birthdates, which are entered into the system via the Family window.


Add/Update Event Window

When you click the Schedule button on the View window or double-click a cell in the Schedule column of the Accounts Receivable window, the Add/Update Event window is displayed:


Controls on the Add/Update Event window are:

Date of Use: Enter the date of the event and the system displays the day of the week of the date you entered.

Time: Enter the time of the event as Hour, minute and choose AM or PM

Duration: Enter the length of time of the event, in days, hours and minutes.

Facility: Choose the name of an existing facility or enter the name of a new facility where the event is to be held.

Type Function: Choose the type of function from the list or enter the name of the function that the facility is being reserved for.

Fee: Enter the fee for the use of the facility.

Amount Paid: Enter the amount paid for the use of the facility. The fee will display on the Accounts Receivable window in the Schedule column and any amounts paid will display when you double click the Amounts Paid column of the Accounts Receivable window. The amount paid can also be entered via the Accounts Receivable window. In addition, when you double-click the Schedule column of the Accounts Receivable window, the Add/Update Event window will be displayed.

Previous: If there are previous events scheduled for this member, this button will display the most immediate previous event.

Next: If there are any following events scheduled for this member, this button will display the most immediate next event.

First: this button will display the first event for this member.

Last: this button will display the last event for this member.

Update: After you make changes to any data on the window, if you click this button the data will be updated in the database.

Create New: Clicking this button will clear the window and allow you to enter data for a new event.

Delete: Clicking this button will delete the displayed event from your database.

Add to Calendar: Clicking this button will place the displayed event into your Microsoft Outlook calendar.

Return: Clicking this button returns you to the previous window, either the View window or the Accounts Receivable window and does not update the record. You must click the Update button to ensure that any changes you made to the window will be saved in your database.


View/Set Schedule Window

Clicking the Schedule button on the Main window toolbar displays the View/Set Schedule window:


Controls on the View/Set Schedule window are:

Birthdays check-box: check this box to search birthdates instead of event dates; birthdates are entered in the Family window

Sort by Facility check-box: check this box to print the display of events sorted by facility name rather than by event date

Search type: choose one of the following values from the list provided; this value will work in conjunction with the search value to determine your search criteria when searching for schedule data.

All	all schedule/birthdate data in the database is to be displayed
One date	display only schedule/birthdate data for events that are occurring on a particular date; specify the full date as mm/dd/yy in the Search value field
Month/year	display only schedule/birthdate data for events that are occurring in a particular month and year; specify the month and year as mm/yes in the Search value field
Month	display schedule/birthdate data for events occurring in a particular month; specify the month in the Search value field
Today and later	display schedule/birthdate data for events occurring today and after today

Search value: enter the proper search value based on the selection chosen in the Search Type (see above)

Display: display the result of your search in the text box on the Schedule window

Report: display the result of your search in the text box on the Schedule window and also on the Printer if preview mode is off or on a Preview window if preview mode is on (see Options for information about Preview mode)

System Events: click this button to open an Add/Update Event window to set up system events

Return: this button returns you to the previous window